Overview
This guide walks your team through every configuration step required to set up Purchasing and Material Management in INNERGY. Work through the steps in order - the workflow decisions made early in this guide will shape how everything else is configured.
Training resources are available through peAk, INNERGY's learning platform.
Step 1 - Viewing in peAk
This guide is available inside peAk.
Step 2 - Purchasing and Inventory Workflows
THIS IS IMPORTANT
Answer these two questions before configuring anything else. Your answers determine how materials flow through every part of INNERGY.
As an Organization, review these two questions with your team:
Question 1 - Office: Will you use the Bill of Material (BOM) in INNERGY?
• Yes
• No
• Not right now - but eventually you would like to
Question 2 - Shop Floor: What materials will get tracked in Inventory?
• Stock Only
• Project Specific & Stock
• Stock for now - but eventually Project Specific as well
Watch this Video to help answer Questions 1 and 2.
Review the Purchasing, Receiving, & Inventory Workflow document to help decide how your organization will manage materials in INNERGY.
Step 3 - Materials to Buy Grid Behavior
If your organization is going to use the Bill of Material (BOM) functionality, review the Exclude Unfulfilled BOM Needed Quantities after production is complete toggle in Company Profile > Projects.
Best Practice
Review the Knowledge Base Article linked above before enabling this toggle. It controls whether unfulfilled BOM quantities continue to appear in the Materials to Buy grid after production completes - which has significant impact on your purchasing workflow.
Step 4 - Dictionaries
Navigate to Configuration > Dictionaries. Review and edit the Purchasing and Material Dictionaries to match your organization's terminology and requirements:
• Budget Groups
• Free on Board
• FSC Claim
• FSC Product Type
• Payment Terms
• Primary Shipping Method
• Purchase Order Line Item Tags
• Special Characteristics
Review the Knowledge Base Articles on Dictionaries for details on configuring each dictionary.
Step 4 - Configuration > Dictionaries
Step 5 - Company Profile
Navigate to Company Profile and review the following tabs:
Settings
• Set your Purchase Order Starting Number.
Accounting
• Verify GL Accounts for materials are set up.
• Set Account Defaults for:
◦ Shipping Expenses Section - ALL
◦ General Section - Expense of Cost of Goods Sold, Inventory, and Accounts Payable
GL Accounts Not Set Up Yet?
See How do I add GL Accounts or visit support.innergy.com for assistance.
Projects
• Review Project BOM checked by Default.
• Review Automatically Approve Materials Added to BOM.
Purchasing
• Review Expense Upon Receipt Validation.
• Review Material Reservation.
• Review Material Default Cost.
• Review Library Material Cost Update.
• Review Library Vendor SKU Update.
• Review Auto-Populate PO Item Notes from BOM.
• Optionally, set default Vendor Notes.
• Optionally, set default Company Terms and Conditions.
Additional Resources:
Step 5 - Company Profile with Settings, Accounting, Projects, and Purchasing tabs
Step 6 - Contacts
Navigate to Libraries > Contacts. Set up your Vendor records so Purchase Orders can be assigned and emailed correctly.
• Create Vendors in the Contact Library (if not completed during CRM setup).
• Create Contacts for each Vendor-Office if you want to email POs.
• Configure each Vendor-Office and set defaults for Payment Terms, Ship Via, FOB, Send POs to, and Taxes.
Step 6 - Libraries > Contacts showing Vendor setup
Step 7 - Materials
Navigate to Libraries > Materials. Review and configure each material record that will be used in purchasing and inventory:
• Review and Update Default Costs.
• Verify UoM Groups and Default Common UoMs.
• Verify Assigned Budget Groups.
• Assign GL Accounts.
• Assign Vendors.
• Assign Vendor SKUs.
• Assign Costs per Common UoM.
• Set Min/Max levels for stock materials.
• Set Standard Order Quantities for stock materials.
• Review Shop Consumables Setup
Step 7 - Libraries > Materials
Step 8 - Purchase Order PDF
Configure how your Purchase Order PDFs are generated and what information is displayed on them.
• Stock INNERGY PDF - Navigate to User Account > Settings > Purchase Order PDFs to configure the options you want shown.
• Customized PO PDF - If you want a customized PO PDF or multiple PDF configurations, use the Custom Report Designer.
Watch the Lunch & Learn on Customizing the Purchase Order PDF for a full walkthrough of PO PDF configuration options.
Step 8 - User Account > Settings > Purchase Order PDFs
Step 9 - Cost Commodity Survey Tagging
If your organization wants to participate in the Cost Commodity Survey, you need to grant the Manage Survey Tag permission to employees who will tag materials.
1. Navigate to Libraries > Materials.
2. Open the Roles permission for the employees who will tag materials.
3. Enable the Manage Survey Tag permission.
Review the Cost Commodity Survey Tagging Article for full setup instructions.
Step 9 - Cost Commodity Survey Tagging permission in Libraries > Materials > Roles
Need Help?
Contact INNERGY Support through the Help Center or reach out to your INNERGY Success Manager.
Visit innergy.com for product updates, release notes, and training resources.